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PlanVest Financial’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

PlanVest Financial’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.86K Hold
297
– – 0.01% 403
2026
Q1 		$9.41K Buy
+297
New +$9.28K 0.01% 385

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

PlanVest Financial's IAPR Position: Q2 2026 in Review

PlanVest Financial held its Innovator International Developed Power Buffer ETF April (IAPR) position steady in Q2 2026 at 297 shares worth $9.86K. The position accounts for 0.01% of the portfolio, ranked #403.

PlanVest Financial first reported a position in IAPR in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold IAPR as of Q2 2026.

  • PlanVest Financial held 297 shares of Innovator International Developed Power Buffer ETF April worth $9.86K as of Q2 2026.
  • PlanVest Financial left its Innovator International Developed Power Buffer ETF April share count unchanged in Q2 2026.
  • Innovator International Developed Power Buffer ETF April made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #403 holding.
  • PlanVest Financial first reported a position in Innovator International Developed Power Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.